Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Portfolio holdings

AUM $150B
1-Year Est. Return 11.44%
This Quarter Est. Return
1 Year Est. Return
+11.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.18B
AUM Growth
+$1.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,425
New
Increased
Reduced
Closed

Top Buys

1
+$227M
2
+$118M
3
+$87.3M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$83.5M
5
BND icon
Vanguard Total Bond Market
BND
+$83.1M

Top Sells

1
+$29.8M
2
+$18.2M
3
+$12M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$8.69M
5
PHM icon
Pultegroup
PHM
+$8.67M

Sector Composition

1 Healthcare 3.21%
2 Technology 2.97%
3 Financials 2.52%
4 Consumer Discretionary 2.44%
5 Consumer Staples 2.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.64M 0.03%
191,262
-62,217
227
$1.62M 0.03%
35,434
+6,521
228
$1.61M 0.03%
37,339
+14,192
229
$1.61M 0.03%
93,000
+6,060
230
$1.59M 0.03%
124,948
-5,718
231
$1.58M 0.03%
29,087
+5,093
232
$1.56M 0.03%
38,172
-177,202
233
$1.55M 0.03%
63,745
-811
234
$1.51M 0.02%
59,361
+5,697
235
$1.5M 0.02%
53,818
-6,394
236
$1.5M 0.02%
84,026
+20,314
237
$1.49M 0.02%
48,661
+6,195
238
$1.48M 0.02%
27,494
+3,293
239
$1.47M 0.02%
49,411
-1,821
240
$1.46M 0.02%
46,280
+3,186
241
$1.46M 0.02%
23,312
+1,404
242
$1.43M 0.02%
36,702
+15,706
243
$1.39M 0.02%
16,892
+3,525
244
$1.38M 0.02%
34,264
+250
245
$1.37M 0.02%
76,290
+33,210
246
$1.37M 0.02%
21,785
+6,052
247
$1.34M 0.02%
32,140
+2,576
248
$1.34M 0.02%
10,248
+5,192
249
$1.32M 0.02%
762
-3
250
$1.29M 0.02%
12,623
+1,264
8 9
10
11 12